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  • The Frontlines of the Streaming Wars

    Published: November 25, 2019

    DISNFLX:USAAPLROKUHULU

    With Disney and Apple entering the arena, we reviewed some of the ideas posited by SumZero contributors to examine how these two giants are shaping the competition for subscription-based video and how companies like Apple and Netflix – the 6th and 7th most-searched for companies on SumZero – are ...

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  • Netflix Defanged? Why this Hedge Fund Thinks So

    Published: May 17, 2018

    NFLX:USAMZN:US

    As a deep value investor, Netflix sticks out like a sore thumb. Their valuations are incredibly high, I believe most of their performance has come from momentum and due in large part because they are grouped into the “FANG” stocks. Also, Netflix has serious liquidity issues stemming from their n...

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